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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.97B
1-Year Est. Return 28.74%
This Fund
S&P 500
This Quarter Est. Return
+16.19%
1 Year Est. Return
+28.74%
3 Year Est. Return
+89.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.97B
AUM Growth
-$313M
Cap. Flow
-$661M
Cap. Flow %
-22.26%
Top 10 Hldgs %
20.26%
Holding
4,582
New
197
Increased
1,409
Reduced
2,429
Closed
191

Top Buys

Rank Stock Value
1
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$10.8M
2
POOL icon
Pool Corp
POOL
+$7.25M
3
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$6.05M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$5.74M
5
GNRC icon
Generac Holdings
GNRC
+$3.37M

Top Sells

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$76.7M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$66.2M
3
VTV icon
Vanguard Morningstar Value ETF
VTV
+$54.7M
4
PRXG
Praxis Impact Large Cap Growth ETF
PRXG
+$33.8M
5
PRXV
Praxis Impact Large Cap Value ETF
PRXV
+$30.7M

Sector Composition

Rank Sector Weight
1 Technology 14.23%
2 Financials 6.31%
3 Industrials 4.5%
4 Consumer Discretionary 4.47%
5 Communication Services 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CBC
3951
Central Bancompany Inc
CBC
$8B
$1K ﹤0.01%
+33
New +$897
FRAF icon
3952
Franklin Financial Services
FRAF
$287M
$1K ﹤0.01%
16
+5
+45% +$289
MVIS icon
3953
Microvision
MVIS
$85.2M
$1K ﹤0.01%
204
+60
+42% +$495
FSTR icon
3954
Foster
FSTR
$438M
$994 ﹤0.01%
22
-18
-45% -$672
NVCT icon
3955
Nuvectis Pharma
NVCT
$634M
$993 ﹤0.01%
54
+52
+2,600% +$582
HCM icon
3956
HUTCHMED
HCM
$2.01B
$990 ﹤0.01%
92
-252
-73% -$3.19K
FSP
3957
Franklin Street Properties
FSP
$48.4M
$988 ﹤0.01%
1,919
+1,071
+126% +$634
JCPB icon
3958
JPMorgan Core Plus Bond ETF
JCPB
$14B
$985 ﹤0.01%
21
-76
-78% -$3.56K
WLTH
3959
Wealthfront Corp
WLTH
$1.47B
$984 ﹤0.01%
+110
New +$1.15K
AURA icon
3960
Aura Biosciences
AURA
$740M
$980 ﹤0.01%
138
-23
-14% -$165
MYPS icon
3961
PLAYSTUDIOS Inc
MYPS
$90.1M
$977 ﹤0.01%
1,959
+1,282
+189% +$617
REFI
3962
Chicago Atlantic Real Estate Finance
REFI
$254M
$977 ﹤0.01%
91
+64
+237% +$735
AVIR icon
3963
Atea Pharmaceuticals
AVIR
$376M
$972 ﹤0.01%
209
+118
+130% +$587
CIRC
3964
Circle8 Group
CIRC
$62.6M
$970 ﹤0.01%
1,055
+953
+934% +$1.5K
FCVT icon
3965
First Trust SSI Strategic Convertible Securities ETF
FCVT
$103M
$968 ﹤0.01%
18
– –
JANX icon
3966
Janux Therapeutics
JANX
$973M
$967 ﹤0.01%
63
+54
+600% +$782
MSTX
3967
Defiance Daily Target 2x Long MSTR ETF
MSTX
$155M
$967 ﹤0.01%
130
– –
TSHA icon
3968
Taysha Gene Therapies
TSHA
$1.78B
$960 ﹤0.01%
141
– –
LKFT
3969
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.73B
$959 ﹤0.01%
32
-409
-93% -$11.6K
PRTA icon
3970
Prothena Corp
PRTA
$444M
$959 ﹤0.01%
98
-62
-39% -$612
LMNR icon
3971
Limoneira
LMNR
$246M
$958 ﹤0.01%
73
+13
+22% +$168
LMRI
3972
Lumexa Imaging Holdings
LMRI
$1.09B
$958 ﹤0.01%
+85
New +$776
GVI icon
3973
iShares Intermediate Government/Credit Bond ETF
GVI
$3.78B
$955 ﹤0.01%
+9
New +$956
EFSI
3974
Eagle Financial Services Inc
EFSI
$219M
$953 ﹤0.01%
23
+4
+21% +$157
MASS icon
3975
908 Devices
MASS
$347M
$948 ﹤0.01%
109
-21
-16% -$161
157 158
159
160 161

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SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return
MP
Munro Partners Melbourne, Australia $2.95B AUM 68.18% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

EverSource Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, EverSource Wealth Advisors held 4,582 positions worth $2.97B, down 9.5% from $3.28B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

EverSource Wealth Advisors withdrew a net $661M in Q2 2026, closing 191 positions and reducing 2,429 holdings. Its most notable exit was Brazil Potash Corp, an estimated $450K position sold in full.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 11% a quarter earlier, followed by Financials and Industrials.

Against the trend, EverSource Wealth Advisors opened a new position in SpaceX worth $1.28M.

  • EverSource Wealth Advisors's largest Q2 2026 buy was SpaceX: 7,496 shares worth $1.28M.
  • EverSource Wealth Advisors added most to iShares Russell 2000 Growth ETF in Q2 2026, an estimated $10.8M increase.
  • EverSource Wealth Advisors's biggest Q2 2026 reduction was Vanguard Morningstar Growth ETF, cutting an estimated $76.7M.
  • EverSource Wealth Advisors fully exited Brazil Potash Corp in Q2 2026, selling an estimated $450K.
  • EverSource Wealth Advisors's ten largest holdings make up 20% of its $2.97B portfolio in Q2 2026.
  • EverSource Wealth Advisors opened 197 new positions and closed 191 in Q2 2026.
  • EverSource Wealth Advisors's portfolio value fell 9.5% quarter-over-quarter to $2.97B.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.